GROVE WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$14.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-384-4770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
RFM INVESTMENT ADVISOR
Boca Raton, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-451-9990
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
DG WEALTH
Venice, FL
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
941-584-3320
BMH CAPITAL MANAGEMENT LLC
Miramar, FL
AUM
$10.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-308-7581
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
VESTWYZE, LLC
Orlando, FL
AUM
$9.3M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
407-537-9427
U.S. CHERRY LLC
St.. Petersburg, FL
AUM
$8.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
3053395318
GERMANA CAPITAL LLC
Miami, FL
AUM
$7.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-888-6886
COASTAL EQUITY MANAGEMENT, LLC
Pensacola, FL
AUM
$7.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
850-435-4844
AUM
$7.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-284-0384
AXXES ADVISORS I LLC
Coral Gables, FL
AUM
$6.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-684-1006
WOMAN TO WOMAN FINANCIAL
Jacksonville, FL
AUM
$6.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-753-5250
WARWICK SHORE ADVISORS, LLC
Orlando, FL
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 440-3642
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
Clearwater, FL
AUM
$6.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
727-228-0673
LOCAL WEALTH ADVISORS
Naples, FL
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
239-422-5454
TCG STRATEGIC INCOME ADVISOR LLC
West Palm Beach, FL
AUM
$5.1M
Team
9 advisors
Clients
—
Fees
Percentage of AUM
561-530-3313
GREENBERG FINANCIAL GROUP
Boynton Beach, FL
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-738-6464
CAMPOS FINANCIAL
Miami, FL
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(305) 874-7480
UNDA FINANCIAL AND CONSULTING LLC
Palmetto Bay, FL
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
786-200-9948
BELVEDERE WEALTH ADVISORS LLC
Miami, FL
AUM
$4.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305-395-6328
ASSURITY WEALTH MANAGEMENT
Bradenton, FL
AUM
$3.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-739-5006
SANCUS WEALTH MANAGEMENT LLC
Miami, FL
AUM
$3.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908 499-1286
MY INVESTMENT PATH
Coral Gables, FL
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
305-490-4413